Having issues with your Financial Diagnostics report in AppFolio?
Your report may be helpful in providing an organized and easily searchable database, but care and attention is still needed for troubleshooting and fixing errors. Our experts can clean up your report quickly and efficiently.
Clean up your books and become audit-proof.
Detailed resolution of the following discrepancies and more:
Security Deposit Funds Mismatch
Escrow Cash Account Balance Mismatch
Non-Zero Security Clearing Mismatch
Over and Under Collected Management Fees
How our consulting projects work.
Diagnose
Your free database review: a software expert goes through your actual books live with you and sends a written action plan.
Onboard
Introductory call with your dedicated software consultant.
Clean Up
Our experts begin making corrections in your database.
Check In
Review and discuss corrections with your consultant.
All Done
Debrief call and final tour of your freshly cleaned books.
Stay Clean
Most clients roll straight into Trust Bookkeeping, our full service that keeps your books reconciled and audit-ready every day.
If you're a property manager, you cannot do business without APM Help. Our representative has been so invaluable to me and has made this crazy business doable. Having an entity keep track of all incoming and outgoing expenses, prepping 1099s, you name it, they've already got it taken care of. Thank you all for your kindness and your professionalism. Would not do it without you!
Nancy Avedisian
FAQs
Got questions? We've got answers. Have even more questions? We are here to help.
What is the Financial Diagnostics report in AppFolio?
It's AppFolio's built-in health check for your database: it flags issues like security deposit mismatches, escrow cash variances, and fee discrepancies. A clean report is a strong sign your books are in order; a page full of flags usually means bookkeeping issues underneath.
Which Financial Diagnostics issues can you fix?
All of them. The most common are security deposit funds mismatches, escrow cash account balance mismatches, non-zero security clearing balances, and over or under collected management fees.
How do we get started?
With a free database review. We go through your AppFolio database live with you and send a written action plan, so the cleanup is scoped to what's actually wrong rather than a guess.
Related consulting and cleanup services.
Stop Stressing Over PM Bookkeeping
Let our experts handle the complexities of trust accounts, reconciliations, and audits. Claim your free 30-minute consultation today. No obligation.
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